iShares Russell 1000

Latest iShares Russell 1000 News and Updates

  • uploads///KO Margins
    Earnings Report

    Coca-Cola’s 4Q15 Operating Margin Rose on Productivity Measures

    Coca-Cola’s operating margin improved significantly to 15.2% in 4Q15 from 13.3% in the comparable quarter of the previous year.

    By Sirisha Bhogaraju
  • uploads///Net DEBT
    Miscellaneous

    Analyzing National Oilwell Varco’s Net Debt after 1Q17

    National Oilwell Varco’s (NOV) net debt increased 4% in 1Q17 over 1Q16. Its net debt amounted to ~$1.7 billion in 1Q17.

    By Alex Chamberlin
  • uploads///Graph
    Company & Industry Overviews

    Alnylam Pharmaceuticals: Developing Therapies for Hereditary ATTR Amyloidosis

    Alnylam Pharmaceuticals (ALNY) is currently developing three investigational therapies—Patisiran, Revusiran, and ALN-TTRsc02—for the treatment of patients with hereditary ATTR amyloidosis.

    By Margaret Patrick
  • uploads///RTD Coffee
    Macroeconomic Analysis

    Why Ready-to-Drink Coffee Is Gaining Popularity with US Consumers

    Coffee lovers in the United States are boosting ready-to-drink coffee volumes.

    By Sirisha Bhogaraju
  • uploads///Graph
    Company & Industry Overviews

    AbbVie Hopes to Commercialize Next-Generation HCV Regimen by 2017

    AbbVie (ABBV) plans to complete its Phase 3 registrational program for investigational next-generation Hepatitis C virus (or HCV) therapy by 2016.

    By Margaret Patrick
  • uploads///Valuation
    Earnings Report

    Can PepsiCo’s Valuation See Some Upward Revision in 2016?

    As of January 28, 2016, PepsiCo (PEP) was trading at a forward price-to-earnings ratio of 20.6x.

    By Sirisha Bhogaraju
  • uploads///Net Debt
    Company & Industry Overviews

    Analyzing National Oilwell Varco’s Debt—A 2% Year-over-Year Fall

    National Oilwell Varco’s (NOV) total debt decreased ~18% in 4Q16 over 4Q15. Its cash and marketable securities decreased 31% during the same period.

    By Alex Chamberlin
  • uploads///Graph
    Company & Industry Overviews

    What Will Be a Key Driver of Biogen’s Future Valuations?

    Biogen’s investigational Alzheimer’s disease drug, aducanumab, is one of the four therapies accepted in the EMA’s Priority Medicines program (or PRIME).

    By Margaret Patrick
  • uploads///Net Debt
    Miscellaneous

    What’s Schlumberger’s Net Debt after 1Q17?

    Schlumberger’s (SLB) net debt rose 65% in 1Q17—compared to 1Q16. Its net debt was ~$11.7 billion in 1Q17.

    By Alex Chamberlin
  • uploads///REvenue and earnings
    Energy & Utilities

    Inside Baker Hughes’s Growth Drivers in 2Q17

    Baker Hughes’s (BHGE) North America segment saw 16.5% higher revenues from 2Q16 to 2Q17.

    By Alex Chamberlin
  • uploads///Part
    Earnings Report

    Under Armour: The ARMOURY and Its Wholesale Strategic Importance

    The ARMOURY stores will cater to the premium segment of the market. They’ll also feature UA product exclusives and occasional visits from star athletes.

    By Phalguni Soni
  • uploads///Telecom Mobile Traffic in the US
    Company & Industry Overviews

    Sprint’s Positioning in the US Wireless Space

    Sprint’s chief financial officer Tarek Robbiati discussed this second reason for the company’s 50% discount promotion.

    By Ray Sheffer
  • uploads///Part
    Consumer

    The Lowe’s-Rona Transaction: Sizing Up the Potential Synergies

    Lowe’s (LOW) expects the Rona (RON.TO) transaction to be accretive to its earnings per share or EPS from the very first year after the acquisition.

    By Phalguni Soni
  • uploads///Macys sales growth trend
    Company & Industry Overviews

    Weak Sales: Specific to Macy’s or Other Department Stores, Too?

    Macy’s (M) has missed consensus Wall Street sales estimates in each of the first three quarters of fiscal 2015, which will end January 30, 2016.

    By Sirisha Bhogaraju
  • uploads///part
    Earnings Report

    Wireless Service and Equipment Revenues Decline for Sprint

    Sprint’s revenues also declined 3% on a quarter-over-quarter basis by $255 million due to lower revenues in the equipment and wireless revenue segments.

    By Adam Rogers
  • uploads///Part
    Earnings Report

    VF Corporation’s 1Q15 Margins Are Expected to Improve

    VF Corporation (VFC) expects margins to improve in 2015, coming in at 49.3% compared to 48.8% in 2014. Margins have been expanding over the past few quarters.

    By Phalguni Soni
  • uploads///Part
    Consumer

    Soros Fund Management’s Top Buys in the Fourth Quarter

    George Soros added 2.026 million shares of the SPDR Select Sector Fund (XLF) to its portfolio during the fourth quarter, giving it a weight of 1.5% in the portfolio.

    By Anuradha Garg
  • uploads///electric car _
    Company & Industry Overviews

    Tesla’s Q4 Deliveries and Production Data: What to Expect

    Tesla (TSLA) has been one of the handful of positive-return-yielding stocks in the fourth quarter so far.

    By Jitendra Parashar
  • uploads///amsterdam _
    Company & Industry Overviews

    Elon Musk Lists Rival Electric Vehicles on Twitter—NIO, GM, Ford

    Before Tesla, many automakers launched limited-production electric models only to discontinue them soon after.

    By Jitendra Parashar
  • uploads///Broker Recommendation
    Energy & Utilities

    What Wall Street Says about Weatherford International

    On December 26, 2017, 78% of the Wall Street analysts tracking Weatherford International rated it a “buy” or some equivalent.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Energy & Utilities

    Wall Street’s Call on Weatherford International

    In this article, we’ll look Wall Street’s call and target price for Weatherford International (WFT) on September 12.

    By Alex Chamberlin
  • uploads///Stock Price and Outlook
    Energy & Utilities

    National Oilwell Varco’s Outlook for 3Q17

    Does National Oilwell management see a recovery in 2017? National Oilwell Varco (NOV) management identified strong US onshore activity and weak offshore energy exploration and production activity as the drivers behind its changing revenue mix in 2Q17. In the company’s 2Q17 conference call, chairman and CEO Clay C. Williams stated that “much of our business […]

    By Alex Chamberlin
  • uploads///FCF
    Consumer

    Why Was Baker Hughes’s Free Cash Flow Negative in 2Q17?

    Baker Hughes’s (BHGE) CFO (cash from operating activities) remained negative in 2Q17, continuing its negative cash flow trend in 1Q17.

    By Alex Chamberlin
  • uploads///Stock Price and Outlook
    Earnings Report

    What Are NOV’s Challenges and Opportunities in 2Q17?

    National Oilwell Varco’s (NOV) management expressed concern over upstream energy companies’ lower capex spending, which is negative for the oilfield services companies.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Miscellaneous

    What’s Wall Street’s Take on Weatherford as of June 7?

    In this article, we’ll look Wall Street analysts’ recommendations for Weatherford International (WFT) as of June 7, 2017.

    By Alex Chamberlin
  • uploads///resonate approval
    Company & Industry Overviews

    BSX’s Resonate ICD and CRT-D Defibrillators Get US Approval

    On May 9, 2017, Boston Scientific (BSX) announced the FDA approval of its Resonate family of products, including its ICD and CRT-D systems.

    By Sarah Collins
  • uploads///Stock Price and Outlook
    Earnings Report

    Will National Oilwell Varco’s Returns Rise after 1Q17?

    Let’s take a look at some of the projects that could affect National Oilwell Varco’s (NOV) returns going forward.

    By Alex Chamberlin
  • uploads///Stock Price and Outlook
    Company & Industry Overviews

    National Oilwell Varco’s Growth Prospects in 2017

    National Oilwell Varco’s (NOV) management expects upstream activity in North America’s shale plays to improve in 2017.

    By Alex Chamberlin
  • uploads///Broker Recommendations
    Miscellaneous

    Analysts’ Recommendations for Weatherford International

    On March 1, ~71% of the analysts tracking Weatherford International rated it as a “buy,” ~20% rated it as a “hold,” and the rest rated it as a “sell.”

    By Alex Chamberlin
  • uploads///A_Semiconductors_AMAT_Q profit margins estimate
    Company & Industry Overviews

    These Factors Could Improve AMAT’s Profitability in 2017

    For fiscal 1Q17, AMAT expects its non-GAAP (generally accepted accounting principles) gross margin to rise 43.8% from 43.7% in fiscal 4Q16.

    By Puja Tayal
  • uploads///Graph
    Company & Industry Overviews

    Can AbbVie’s Anti-Tau Therapeutics Help Late-Stage Alzheimer’s Patients?

    Unlike Biogen (BIIB) and Eli Lilly, who have focused their attention on amyloid-beta based therapeutics, AbbVie (ABBV) is reluctant to enter this field.

    By Margaret Patrick
  • uploads///Graph
    Company & Industry Overviews

    Clinical Trial Data Shows Efficacy of Elagolix to Treat Uterine Fibroids

    Together, AbbVie (ABBV) and Neurocrine Biosciences (NBIX) aim to develop Elagolix as a minimally invasive yet effective therapy for uterine fibroids

    By Margaret Patrick
  • uploads///cvg
    Earnings Report

    Understanding Medtronic’s Weak CVG Segment Performance in Fiscal 2Q17

    Of Medtronic’s ~$7.3 billion in worldwide revenues in fiscal 2Q17, ~$2.6 billion came from Medtronic’s CVG segment, representing ~35% of the company total.

    By Sarah Collins
  • uploads///Graph
    Company & Industry Overviews

    AnacorAcquisition Added Crisaborole to Pfizer’s Portfolio

    On June 24, 2016, Pfizer (PFE) announced that it had completed the acquisition of Anacor Pharmaceuticals for a total net value of $5.2 billion. The acquisition added crisaborole.

    By Margaret Patrick
  • uploads///Historical Valuation
    Company & Industry Overviews

    What’s National Oilwell Varco’s Historical Valuation?

    On September 30, 2016, National Oilwell Varco’s (NOV) share price was 10% higher compared to December 31, 2015.

    By Alex Chamberlin
  • uploads///Target Price
    Company & Industry Overviews

    National Oilwell Varco’s Growth Prospects in 4Q16 and 2017

    National Oilwell Varco’s (NOV) management expects most of the upstream recovery in North America to take place in 2H17.

    By Alex Chamberlin
  • uploads///Net Debt
    Company & Industry Overviews

    Is National Oilwell Varco’s Net Debt Falling?

    National Oilwell Varco’s (NOV) net debt (total debt less cash & marketable securities) fell 20% in 3Q15.

    By Alex Chamberlin
  • uploads///Graph
    Company & Industry Overviews

    How Do Amgen’s Valuation Multiples Compare to Its Peers’?

    Since January 2015, Amgen has traded at a premium to Gilead Sciences (GILD) but at a significant discount to peers Biogen (BIIB) and Celgene (CELG).

    By Margaret Patrick
  • uploads///Historical Rate of US Economic Growth
    Macroeconomic Analysis

    Bill Gross: Monetary Policy on Steady but Slow Path

    After the release of the FOMC’s November statement, Bill Gross said that monetary policy in the United States is steadily moving toward normalization, though its pace is slow.

    By David Ashworth
  • uploads///Graph
    Company & Industry Overviews

    Talazoparib and Pidilizumab May Prove Complementary to Pfizer’s Existing Oncology Drugs

    Medivation has added its robust research pipeline with two promising investigational drugs, Talazoparib and Pidilizumab, to Pfizer’s oncology portfolio.

    By Margaret Patrick
  • uploads///valiant captivia
    Company & Industry Overviews

    New Data Affirm Benefits of Medtronic’s Valiant Captivia

    On September 20, 2016, Medtronic posted its new safety and efficacy data for its Valiant Captivia Thoracic Stent Graft System.

    By Sarah Collins
  • uploads///Graph
    Company & Industry Overviews

    How Late-Stage Asset Rova-T Could Become a Leading Therapy

    AbbVie (ABBV) expects to file a biologics license application for Rova-T as a third-line therapy for small cell lung cancer (or SCLC) in 2017.

    By Margaret Patrick
  • uploads///TJX International segments
    Company & Industry Overviews

    Did the Brexit Vote Impact TJX’s International Sales in Fiscal 2Q17?

    TJX Companies anticipates its TJX Canada segment to deliver same-store sales growth of 7%–8% in fiscal 2017 and sales of $3.1 billion–$3.2 billion.

    By Sirisha Bhogaraju
  • uploads///Graph
    Earnings Report

    Gilead’s Profit Margin Squeezed by Drop in Hepatitis C Drug Sales

    Gilead Sciences reported diluted earnings per share (or EPS) of about $3.08 in 2Q16, which is a year-over-year (or YoY) decline of 2.2%.

    By Margaret Patrick
  • uploads///Part  graph
    Materials

    How Does APD Compare to Its Peers ahead of Fiscal 3Q16?

    As of July 22, 2016, Air Products and Chemicals (APD) was trading at a one-year forward PE multiple of 18.8x compared to its peers Praxair and FMC.

    By Peter Neil
  • uploads///Average Monthly Job Additions Have Decreased in
    Healthcare

    Why Even a Good Jobs Report Couldn’t Cause Yields to Rise

    We could see fewer jobs added going forward. If this trend continues, bond (AGG) (BND) yields could most likely stay low.

    By Russ Koesterich, CFA
  • uploads///The QE Program Led to a Full Fledged Asset Price Inflation
    Macroeconomic Analysis

    How Central Banks ‘Create’ Inflation

    A QE program doesn’t just create inflation; it causes asset prices to rise as well. After the financial crisis of 2008, the Fed resorted to an ultra-accommodative monetary policy.

    By Heather McArdle
  • uploads///MEDICAL DEVICE
    Earnings Report

    How Did JNJ’s Medical Devices Business Fare in 2Q16?

    Johnson & Johnson (JNJ) registered sales of approximately $6.4 billion in its Medical Devices business in 2Q16.

    By Sarah Collins
  • uploads///Inventory Q
    Consumer

    Beauty Companies Saw Mixed Inventory Levels in 1Q16

    Estée Lauder (EL) ended calendar 1Q16 with a 3.5% rise in inventory.

    By Penny Morgan
  • uploads///medical device business
    Earnings Report

    JNJ Is Restructuring Its Medical Devices Business: What of 2Q16?

    A robust pipeline and strong R&D (research and development) capabilities are expected to drive significant revenue growth for JNJ’s Medical Devices segment.

    By Sarah Collins
  • uploads///Series  A
    Company & Industry Overviews

    Will Restructuring Push Micron Back to Profitability?

    As part of its restructuring initiative, Micron would only focus on critical projects and cut 2,400 jobs.

    By Puja Tayal
  • uploads///Amazon Deal
    Company & Industry Overviews

    Can Amazon’s Re-Entry in the Smartphone Arena Pay Off?

    Amazon (AMZN), in order to keep its Prime membership popular, is offering two unlocked Android smartphones exclusively priced for Prime members.

    By Amit Singh
  • uploads///
    Company & Industry Overviews

    Which Gaming Franchises Are Expected to Drive Revenues for TTWO?

    Take-Two Interactive Software’s (TTWO) most successful franchise, Grand Theft Auto (or GTA), has sold over 235 million units worldwide.

    By Adam Rogers
  • uploads///rtg
    Company & Industry Overviews

    What Drives Medtronic’s Restorative Therapies Group’s Growth?

    Medtronic’s (MDT) Restorative Therapies Group (or RTG) segment, formed around seven years ago, has a strong market position today.

    By Sarah Collins
  • uploads///Graph
    Company & Industry Overviews

    Why AbbVie Expects PTK7 to Enhance Its Oncology Capabilities

    Now in its phase-1 clinical trial, AbbVie’s PF-06647020, an ADC targeting protein kinase 7 could become a major therapy for advanced solid tumors.

    By Margaret Patrick
  • uploads///Series  A
    Company & Industry Overviews

    What Is the Strategy behind Cypress-Broadcom’s All-Cash Deal?

    During Cypress’s fiscal 1Q16 earnings call, CEO Thurman John Rodgers explained that Broadcom offloaded the wireless IoT segment for two reasons.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Is Analog Devices’ Acquisition Strategy?

    Analog Devices (ADI) has been using M&A (mergers and acquisitions) to rapidly expand its technology offerings and boost its revenue.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Inside Xilinx’s Lead over Altera in the 20- and 16-Nanometer Markets

    As Xilinx increases its share in the PLD market, a key will be its success in the long term is its competitive positioning compared to rival Altera.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Automotive: The Next Big Thing for Texas Instruments

    Texas Instruments (TXN) has increased its exposure in the automotive, industrial, and communications segments, which accounted for 64% of the company’s revenue in fiscal 1Q16.

    By Puja Tayal
  • uploads///medsurg
    Company & Industry Overviews

    Understanding Boston Scientific’s MedSurg Segment

    Boston Scientific’s (BSX) MedSurg segment contributes around 33% to the company’s total revenues and is the company’s second-largest segment.

    By Sarah Collins
  • uploads///Graph
    Company & Industry Overviews

    Celgene Continues to Develop New Multiple Myeloma Drugs

    Celgene has been working on its immunomodulatory backbone drugs to develop combination therapies for use in treating all lines of multiple myeloma.

    By Margaret Patrick
  • uploads///Graph
    Earnings Report

    Behind OptumHealth’s and OptumInsight’s Strong Revenue Growth in 1Q16

    UnitedHealth Group’s healthcare delivery business, OptumHealth, managed to earn $4 billion revenues in 1Q16, which represents a YoY growth of about 22%.

    By Margaret Patrick
  • uploads///Series  A
    Earnings Report

    Understanding Intel’s Strong Margins amid Slow Revenue Growth

    In fiscal 1Q16, Intel’s non-GAAP revenues rose by 8% YoY to $13.8 billion, missing the analyst estimate of $13.83 billion, which was a conservative one.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Could Impact the Success of AMD’s Zen Core the Most?

    With Zen, AMD looks poised to regain some share in the server and PC processor market. The question that remains is twofold: how much, and for how long?

    By Puja Tayal
  • uploads///Famous brands
    Fund Managers

    Marlboro: The Star in Philip Morris’s Portfolio of Brands

    Generally recognized as the world’s best-selling international cigarette, Marlboro accounted for 33.7% of the company’s total shipment volume in 2015.

    By Penny Morgan
  • uploads///NA volume
    Company & Industry Overviews

    Still Beverages: A Key Focus for Nonalcoholic Beverage Companies

    Still beverage volumes gained strength in 4Q15 as consumers continued to shift from sugary soda beverages to healthier options.

    By Sirisha Bhogaraju
  • uploads///Graph
    Company & Industry Overviews

    Innovations in Immunology Segment Could Boost AbbVie’s Valuations

    AbbVie (ABBV) has been actively expanding Humira’s label and expects to earn annual revenues worth $18 billion from the sales of the drug in 2020.

    By Margaret Patrick
  • uploads/// US GDP
    Company & Industry Overviews

    Why Warren Buffett Strongly Believes in the American Dream

    Buffett said that it has been a terrible mistake to bet against America, not only for the past 240 years but even now. He believes that America’s emphasis on innovation and strength in commerce will continue to provide strong gains for its people.

    By Peter Barnes
  • uploads///PEP Margins
    Earnings Report

    Why PepsiCo’s Productivity Measures Helped Its 4Q15 Margins

    PepsiCo (PEP) reported a gross margin of 54.9% in 4Q15, which ended December 26, 2015, up from 53.1% in the comparable quarter of the previous year.

    By Sirisha Bhogaraju
  • uploads///Telecom ATTs Postpaid Churn
    Earnings Report

    AT&T: Postpaid Churn Expected to Decrease Year-Over-Year in 4Q15

    According to Wall Street analyst consensus, AT&T’s postpaid churn is expected to decline YoY (year-over-year) in 4Q15

    By Ray Sheffer
  • uploads///same store sales
    Company & Industry Overviews

    Can Nordstrom’s Rack Business Get Its Mojo Back?

    Nordstrom (JWN) has aggressively expanded into the off-price space through its Nordstrom Rack stores.

    By Sirisha Bhogaraju
  • uploads///MNST Social Media
    Company & Industry Overviews

    Monster Beverage Increases Its Advertising Efforts

    Monster Beverage enjoys huge popularity on social media. It has 24 million fans on Facebook (FB), 2.8 million fans on Twitter (TWTR), and 2.6 million fans on Instagram.

    By Sirisha Bhogaraju
  • uploads///watson
    Company & Industry Overviews

    Which IBM Partnerships and Acquisitions Have Boosted Watson?

    Apart from acquisitions to further push the chances of Watson Health’s success in the healthcare space, IBM has partnered with Apple (AAPL), Johnson & Johnson (JNJ), and Medtronic (MDT).

    By Anne Shields
  • uploads///top  brands lrb
    Company & Industry Overviews

    Better Choice: PepsiCo to Launch Organic Gatorade in 2016

    At the Beverage Digest Future Smarts Conference on December 14, PepsiCo announced its plan to launch an organic version of Gatorade, its sports drink brand.

    By Sirisha Bhogaraju
  • uploads///GoPro Price
    Company & Industry Overviews

    GoPro Continues to Trade below Its IPO Level

    In 2014, GoPro came out as one of the fastest growing companies. Its price rose more than 100%. Investors drove the price to $93.0 in September 2014.

    By Parker Thomas
  • uploads///KO bottling
    Company & Industry Overviews

    How Coca-Cola Is Creating an Asset-Light Model by Refranchising

    Coca-Cola began refranchising to reduce its exposure to low-margin, capital-intensive bottling operations, creating a more asset-light model.

    By Sirisha Bhogaraju
  • uploads///Preferred Stocks Didnt Decline Much When Rates Rose in
    Macroeconomic Analysis

    Do Preferred Stocks Underperform When Rates Rise?

    Unlike common equities (RSP)(IWB), a rising interest rate scenario doesn’t necessarily affect preferred stocks negatively.

    By Jane Leung, CFA
  • uploads///Part
    Company & Industry Overviews

    Nike Enters Strategic Partnerships to Drive Innovation

    At its 2015 Investor Day held on October 14, Nike’s (NKE) CEO, Mark Parker, announced a new innovation hub, called the Nike Advanced Product Creation Center.

    By Phalguni Soni
  • uploads///Tel aws auction
    Company & Industry Overviews

    Verizon Will Not Buy Dish Network

    Dish Network has a significant proportion of mid-band, AWS (advanced wireless services) spectrum holdings. However, Verizon won’t buy the company.

    By Ray Sheffer
  • uploads///Tel Sprint iphone fore
    Company & Industry Overviews

    Sprint’s $1 Monthly Option for the iPhone Forever Plan

    On September 25, 2015, Sprint launched a low-price promotional offer with a trade-in option for iPhone 6s and iPhone 6s Plus.

    By Ray Sheffer
  • uploads///tel vz HUM
    Company & Industry Overviews

    Hum, Verizon’s New Aftermarket Vehicle Connection

    Hum’s features include diagnostic automobile service, roadside assistance, and voice support. It’s priced at $14.99 per month for the first vehicle.

    By Ray Sheffer
  • uploads///tel mm
    Company & Industry Overviews

    Verizon on 5G and the Growth of the Internet of Things

    According to Verizon, it had more than 15 million connections of IoT, or Internet of Things, in 2014.

    By Ray Sheffer
  • uploads///US Department Store sales
    Earnings Report

    Major US Department Stores Struggle to Attract Consumers in 1H15

    The US Census Bureau’s latest report revealed a 0.8% decline in July US department store sales, compared to June 2015. Sales showed YoY declines of 2.7%.

    By Sirisha Bhogaraju
  • uploads///Tel Sprint churn q
    Company & Industry Overviews

    Sprint’s Churn Rate Improves in 1Q15

    Sprint’s churn rate of postpaid customers declined from ~2.05% in 1Q14 to ~1.56% in 1Q15. Better network performance was a key factor.

    By Ray Sheffer
  • uploads///Tel ATT Synergy
    Miscellaneous

    AT&T’s DIRECTV Merger and New Cost Synergies

    By 2018, AT&T expects multiple cost synergies from the DIRECTV merger in its supply chain, operations and general administration, and content acquisition.

    By Ray Sheffer
  • uploads///Tel Verizon iot
    Company & Industry Overviews

    Verizon Maintains Internet of Things Is a Growth Driver

    Although IoT and Telematics is a growing segment at Verizon, it’s still small in terms of revenue. In 2014, Verizon’s IoT and Telematics revenue was ~$585 million.

    By Ray Sheffer
  • uploads///Tel TMUS ABPU q
    Earnings Report

    T-Mobile’s Postpaid Customers Contributed More per Unit in 2Q15

    T-Mobile’s average revenue per user in 2Q15 In the earlier parts of this series, we learned about T-Mobile’s (TMUS) significant revenue growth in 2Q15. Revenue increased by ~13.8% YoY (year-over-year) to ~$8.2 billion during the quarter. We learned that this solid growth was driven by both service and equipment revenue. We also learned about how robustly the carrier’s […]

    By Ray Sheffer
  • uploads///part
    Earnings Report

    Capital Expenditure Increases in 1Q15 for Sprint Corporation

    Sprint’s free cash flow for 1Q15 was -$2.2 billion, compared to -$496 million in 1Q14. Cash flow decreased YoY due to unfavorable changes in working capital coupled with high capex.

    By Adam Rogers
  • uploads///part
    Earnings Report

    Operating Expenses Decrease for Sprint Corporation in 1Q15

    Sprint’s cost of products for 1Q15 declined $793 million YoY to $1.4 billion due to lower non-lease sales volumes. This occurred because customer preferences shifted toward device leasing options.

    By Adam Rogers
  • uploads///Tel TMUS SERVICE Revenue q
    Earnings Report

    T-Mobile’s Service Revenue Kept On Growing in 2Q15

    T-Mobile’s service revenue increased by ~12% YoY to reach ~$6.1 billion in 2Q15. The postpaid and prepaid segments continued to fuel service revenue growth during the quarter.

    By Ray Sheffer
  • uploads///part
    Earnings Report

    Retail Sales Increase 16% YoY for Sprint Corporation

    In 1Q15, retail sales for Sprint were 7.3 million compared to 6.3 million in 1Q14 and 7.9 million in 4Q14.

    By Adam Rogers
  • uploads///tel vz EDGE q
    Earnings Report

    Verizon’s Edge Plan: Popularity Rose Significantly in 2Q15

    The growth in equipment revenue was driven by the rising adoption of Verizon’s Edge plan. The plan’s popularity continued to grow during 2Q15.

    By Ray Sheffer
  • uploads///Tel ATT DIRECTV MERGER synergies
    Miscellaneous

    Cost Synergies from AT&T–DIRECTV Merger Are Adding Up

    The AT&T–DIRECTV merger agreement was signed in May 2014. At the time, the companies believed the transaction could produce ~$1.6 billion in annual cost synergies.

    By Ray Sheffer
  • uploads///Chart
    Fund Managers

    A Structural Analysis of PanAgora and Renaissance Technologies

    PanAgora and Renaissance Technologies are both investment management firms that use a quantitative-based investment approach.

    By Ivan Kading
  • uploads///Part
    Earnings Report

    Major Factors Driving CVS’s Retail Pharmacy Segment Growth

    CVS Health (CVS) expects Retail Pharmacy sales growth between 0.5% and 2% year-over-year in 2Q15. Total same-store sales are expected to be in the range of -1.25% to 0.25%.

    By Phalguni Soni
  • uploads///Tel TMUS ABPU q
    Earnings Report

    T-Mobile’s Average Billings per User Expected to Increase in 2Q15

    T-Mobile’s average billings per user (or ABPU) is a measure of postpaid subscribers’ unit contributions. We expect the growth trend in T-Mobile’s ABPU to continue in 2Q15.

    By Ray Sheffer
  • uploads///Tel TMUS gb family plan
    Earnings Report

    T-Mobile 10GB Family Plan Launched July 15

    Recently, T-Mobile started a 10GB plan for families. The T-Mobile 10GB family plan for four lines costs less than a similar Verizon More Everything plan, according to T-Mobile.

    By Ray Sheffer
  • uploads///Part
    Earnings Report

    Under Armour’s Direct-to-Consumer Channels See a Traffic Surge

    Under Armour (UA) reported a 33% year-over-year increase in direct-to-consumer (or DTC) sales in 2Q15.

    By Phalguni Soni
  • uploads///Tel Sprint WIRELESS revenue FQe
    Earnings Report

    Sprint’s Wireless Revenue Expected to Drop in 1Q15

    As of July 24, 2015, Wall Street expects an average 4.3% year-over-year fall in Sprint’s wireless revenue in 1Q15. This is probably due to the company’s declining service revenue.

    By Ray Sheffer
  • uploads///Tel aws auction q
    Miscellaneous

    T-Mobile Deal: Why Dish Wants to Merge with a Wireless Carrier

    The T-Mobile deal would give Dish the opportunity to gain from the growth of the fourth-largest US wireless carrier. Dish could use T-Mobile’s expertise to deploy its spectrum holdings.

    By Ray Sheffer
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